I have to write a weekly report for a client. It would be useful if that task appeared weekly. I can set it in my calendar but I would prefer only to have one task list. I don't see how a track can help with this.

It seems that the tracks are only for opportunities or cases and you have to enter each one separately. It would be nice to have a task list as a reminder to do things that need done monthly, weekly, etc. So that you could check off the task when complete on mobile or desktop and not have to enter it again for the next time.

Anonymous
shared a merged idea:
allow tasks in the calendar to be recurring, with different frequency options, such as daily, weekly, monthly, etc · Aug 1, 2012 ·

So without having a repeating tasks button, how do I set up a reminder to invoice certain clients on a monthly basis, or to request payroll information each month, or send a birthday card 3 days before a birthday? Without doubt this would change the experience from just being a database of clients and prospects etc, to something that is part of my management system. It is available on other CRM applications. Surely, this is a basic necessity - how hard can this be to implement?

@Ben One of the teams here has working on repeating tasks. It's been in review this week and looks like we're confident of having a solution we can share soon. Keep an eye out for it in a coming release.

Lack of recurring tasks function is the number 1 issue needed to be fixed in capsule. It is ridiculous to think it does not work. If I had known it did not exist, I would not have picked Capsule for our CRM solution. Lets all get together and leave capsule CEO Duncan Stockdill a twitter message to get this fixed ASAP @DuncanStockdill. Without recuring tasks, we will be migrating to another solution which is a shame. Duncan, if you're listening, I will happily write on 5 forums inc this one about how good capsule is and the recurring function, when it is fixed!

@Josef - I appreciate your candidness on this, but can't deny I'm really disappointed to hear that there are no plans to implement it. It is, after all, the 4th most voted for feature on here.

Can I ask what the decision to exclude repeating tasks from the pipeline is based on?

We did a huge amount of work with repeating tasks & events when developing the getoncourt.com system (it's an online booking system for squash and tennis clubs, and needed clubs to be able to put in very flexible repeating events such as weekly club nights, monthly events, etc.) and I understand only too well how complicated implementing repeating tasks can get.

If it's something we can help share some experience with, please don't hesitate to ask?

@Chris Keeble - I take your point. Right now recurring tasks aren't in the pipeline and so these types of workarounds are your best bet for now unfortunately. Sorry I don't have better news for you on this.

@Jon - I'm sorry this has been a lot of extra work for you. What I could recommend for the birthday situation would be something different. You could setup a custom list field for 'Birthday month' on your contacts. Then you'd be able to filter for lists of contacts based on the month they're birthday is in. That would help you narrow down the people you need to contact for their birthday. Would that be helpful maybe?
Feel free to email support@capsulecrm.com if you have any more questions around this.
Cheers!

I probably spent a whole hour trying to figure out where the "repeat" button was. Color me stunned when I finally realized that it just didn't exist. I'm creating work-arounds by creating tasks like "Send birthday card" on 365 day cycles, with an eventual task to re-start the whole track... but it just feel extremely inelegant and very silly to have to do it that way. Little help please, Capsule!

I want to add recurring tasks for client follow up on a quarterly basis (to the person/organisation, not the opportunity or case). I really don't understand why Capsule are digging their heels in on this issue, as it would offer us the flexibility to use the system as we see fit. I would still use Tracks, just for slightly different things, including following a consistent sales and on-boarding process. We need both.